PA
Planning Alternatives’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,193
| Closed | -$205K | – | 52 |
|
|
2018
Q2 | $205K | Buy |
+4,193
| New | +$205K | 0.04% | 47 |
|
|
2018
Q1 | – | Sell |
-10,333
| Closed | -$504K | – | 54 |
|
|
2017
Q4 | $504K | Sell |
10,333
-4,612
| -31% | -$225K | 0.09% | 38 |
|
|
2017
Q3 | $739K | Sell |
14,945
-267
| -2% | -$13.2K | 0.14% | 32 |
|
|
2017
Q2 | $749K | Sell |
15,212
-24,502
| -62% | -$1.21M | 0.14% | 31 |
|
|
2017
Q1 | $1.97M | Sell |
39,714
-211
| -0.5% | -$10.4K | 0.38% | 27 |
|
|
2016
Q4 | $1.96M | Sell |
39,925
-1,666
| -4% | -$81.9K | 0.41% | 26 |
|
|
2016
Q3 | $2.07M | Hold |
41,591
| – | – | 0.44% | 25 |
|
|
2016
Q2 | $2.06M | Sell |
41,591
-1,752
| -4% | -$86.7K | 0.45% | 25 |
|
|
2016
Q1 | $2.13M | Sell |
43,343
-782
| -2% | -$38.4K | 0.47% | 26 |
|
|
2015
Q4 | $2.13M | Sell |
44,125
-131
| -0.3% | -$6.33K | 0.5% | 27 |
|
|
2015
Q3 | $2.14M | Sell |
44,256
-275
| -0.6% | -$13.3K | 0.53% | 25 |
|
|
2015
Q2 | $2.17M | Buy |
44,531
+186
| +0.4% | +$9.06K | 0.46% | 25 |
|
|
2015
Q1 | $2.15M | Sell |
44,345
-638
| -1% | -$30.9K | 0.49% | 23 |
|
|
2014
Q4 | $2.17M | Sell |
44,983
-1,176
| -3% | -$56.7K | 0.47% | 23 |
|
|
2014
Q3 | $2.28M | Sell |
46,159
-286
| -0.6% | -$14.1K | 0.56% | 20 |
|
|
2014
Q2 | $2.33M | Sell |
46,445
-267
| -0.6% | -$13.4K | 0.58% | 20 |
|
|
2014
Q1 | $2.3M | Sell |
46,712
-3,494
| -7% | -$172K | 0.67% | 16 |
|
|
2013
Q4 | $2.47M | Buy |
+50,206
| New | +$2.47M | 0.75% | 15 |
|